Podcasts and Newsletters

Many small business owners, especially sole proprietors are reluctant to explore the issue of succession planning possibly due to the difficulty and complicated emotions in facing a major transition.  In this session, attendees will learn how having a nuts and bolts understanding of the process is an effective first step...

July 06, 2020

Refresh your knowledge of AFCPE’s Code of Ethics and Professional Standards, as well as professional ethics while working with clients regarding financial matters.  This training will satisfy 1 CEU of AFCPE’s Ethics CEU requirement. Presenter: Summer Red, AFC®

July 06, 2020

FICO® Score Open Access for Credit and Financial Counseling is a valuable program that enables credit and financial counseling providers in the US to share FICO® Scores already purchased - for the purpose of providing financial counseling and/or financial education services - with their customers for free and with no...

July 01, 2020

Personal Finance Managers and financial educators need resources to meet the needs of their client’s evolving financial needs across the life cycle. This webinar will cover the Misadventures in Money Management and the Your Money, Your Goals programs from the Consumer Financial Protection Bureau (CFPB). This webinar seeks to present...

June 16, 2020

Everyone has unconscious bias.  This webinar will increase awareness of unconscious bias and give you tools to overcome and conquer bias, including emotional intelligence and an equity screen created by AFCPE’s Diversity and Inclusion Taskforce. Presenter: Brandy Baxter, AFC®

June 10, 2020

This webinar will provide a basic understanding of online spaces and the differences between communication in online space vs face to face.  Discussion will include understanding the nuances of online space and psychological and cultural values and norms. Note: the slides for this webinar contain proprietary material and will not...

June 10, 2020

As we navigate new social distancing rules amidst the COVID-19 pandemic, nearly everyone is having to adjust. Knowing how to navigate virtual services is becoming an essential skillset of our profession. While many of you have been virtually counseling or coaching for years, others have had to quickly learn and...

June 09, 2020

Financial insecurity is at the forefront of the COVID-19 crisis, affecting nearly all Americans. However, while we are all in the same storm, the reality is that we are not all in the same boat. This pandemic is bringing to light, now more than ever, race and gender inequalities that...

May 19, 2020

The Public Service Loan Forgiveness Program was developed in 2007 to encourage employment in high-need public service fields. Fast forward to over ten years since it's inception and less than 1% of applicants for this forgiveness program have had their student loan balances forgiven. This webinar will explain the complexities...

May 15, 2020

Ethics can be complex, especially when melding personal values, AFCPE's Practice Standards, and the Uniform Code of Military Justice. Using real-life military scenarios, this webinar will explore strategies to put ethics into everyday practical use. Presenter: Heather Baker, AFC®

May 15, 2020

As we navigate new social distancing rules amidst the COVID-19 pandemic, nearly everyone is having to adjust. Knowing how to navigate virtual services is becoming an essential skillset of our profession. While many of you have been virtually counseling or coaching for years, others have had to quickly learn and...

May 11, 2020

This session is intended for all consumers.  Millions of American workers have been furloughed within the past month. If you are experiencing full or partial loss of work hours and pay, this webinar is designed to help you navigate this time of uncertainty. Learn more about the types of furloughs,...

April 28, 2020